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Avior Wealth Management’s Cincinnati Financial CINF Stock Holding History

Avior Wealth Management’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-77
Closed -$11.1K – 1029
2024
Q4 		$11.1K Buy
77
+5
+7% +$730 ﹤0.01% 1581
2024
Q3 		$9.8K Hold
72
– – ﹤0.01% 1566
2024
Q2 		$8.5K Sell
72
-15
-17% -$1.76K ﹤0.01% 1562
2024
Q1 		$10.8K Buy
87
+37
+74% +$4.17K ﹤0.01% 1843
2023
Q4 		$5.17K Sell
50
-344
-87% -$34.9K ﹤0.01% 1132
2023
Q3 		$40.3K Sell
394
-18
-4% -$1.88K ﹤0.01% 800
2023
Q2 		$40.1K Buy
412
+20
+5% +$2.07K ﹤0.01% 811
2023
Q1 		$43.9K Buy
392
+386
+6,433% +$43.9K ﹤0.01% 802
2022
Q4 		$614 Buy
6
+2
+50% +$206 ﹤0.01% 1162
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1165
2022
Q2 		$0 Buy
4
+2
+100% +$254 ﹤0.01% 1079
2022
Q1 		$0 Buy
+2
New +$246 ﹤0.01% 1113
2021
Q4 		– Sell
-11
Closed -$1K – 1103
2021
Q3 		$1K Hold
11
– – ﹤0.01% 977
2021
Q2 		$1K Buy
+11
New +$1.27K ﹤0.01% 942

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's CINF Position: Q1 2025 in Review

Avior Wealth Management sold out of Cincinnati Financial (CINF) in Q1 2025, closing a stake of 77 shares — an estimated $11.1K sold.

Avior Wealth Management first reported a position in CINF in Q2 2021 and held it in 14 quarters. The position peaked at $43.9K in Q1 2023. 860 funds tracked by Wall St. Rank hold CINF as of Q1 2025.

  • Avior Wealth Management reported no remaining Cincinnati Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 77 Cincinnati Financial shares in Q1 2025, an estimated $11.1K.
  • Avior Wealth Management first reported a position in Cincinnati Financial in Q2 2021 and held it in 14 quarters.
  • Avior Wealth Management's Cincinnati Financial position peaked at $43.9K in Q1 2023.
  • 860 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.